Drive down the 280 freeway in San Francisco and you might believe AI is everywhere, and everything. Nearly every billboard advertises an AI related product: "We've Automated 2,412 BDRs." "All that AI and still no ROI?" "Cheap on-demand GPU clusters." It's hard to know if you're interpreting the industry jargon correctly while zooming past in your vehicle. The signs are just one example of the tech industry's en-masse pivot to AI, a technology that the executives who have the most to gain from it say will be universe-shifting, inevitable and unavoidable. In California's tech heartland, every company is now an AI company, just like every company became a tech company sometime in the 2010s.

I'm your host, Blake Montgomery, currently enjoying Shirley Jackson's eerie final novel We Have Always Lived in the Castle. Surveillance is industrializing and privatizing. My colleagues Johana Bhuiyan and Jose Olivares report on the companies aiding Donald Trump's immigration crackdown, which are running a victory lap after their latest quarterly financial reports: Palantir, the tech firm, and Geo Group and CoreCivic, the private prison and surveillance companies, said this week that they brought in more money than Wall Street expected them to, thanks to the administration's crackdown on immigrants. "Well, as usual, I've been cautioned to be a little modest about our bombastic numbers," said Alex Karp, the Palantir chief executive, in an investor call earlier this week. Then he crowed about the company's "extraordinary numbers" and his "enormous pride" in its success.

In this week's edition: Elon Musk suffers the slings and arrows of outrageous fortune, Apple beats itself up over Siri, and Meta goes after one of its own over a tell-all book. The past 10 days have marked several of the most significant setbacks for Musk in months. Tesla, arguably his marquee company, continued to fall in value as investors worried about the threat of trade war and possible recession – as well as declining profits. Escalating protests against the company over the billionaire's role in the government also grew in number and intensity across the US, coupled with rising cases of vandalism and social stigma against his cars. SpaceX has also struggled, with one of its rockets dramatically exploding in midflight last week and then an announcement that it was delaying a rescue mission to retrieve "stranded" astronauts. The company tried again two days later.

There was a lot of news last week. The Guardian's journalism is independent. We will earn a commission if you buy something through an affiliate link. Donald Trump, Sam Altman, Masayoshi Son and Larry Ellison announced a 500bn initiative to expand infrastructure supporting artificial intelligence dubbed Stargate. On its heels came a press release from Meta vowing to expand its capital expenditure to 65bn in the coming year to expand its data centers.

Today in the newsletter: X's final form, learnings from a packed week of earnings, and niche online Halloween costumes. Thank you for joining me. With the US election, X's transformation into Elon Musk's weapon reaches its peak. He has succeeded in bending his social network to his will. Last week, Musk deputized his followers to report any "potential instances of voter fraud and irregularities", tweeting about and linking to a forum within X called the "election integrity community".

Today in the newsletter: tech executives play phone tag with Donald Trump, the liability of AI chatbots, and talking through sharing your baby's photos online with your family. Thank you for joining me. The CEOs of the biggest tech companies in the world are looking at the neck-and-neck polls, picking up their phones, and putting their ducks in a row for a potential Donald Trump presidency. The former US president has never shied away from threatening revenge against his perceived enemies, and tech's leaders are heading off retributive regulatory scrutiny. Apple's Tim Cook, famously called "Tim Apple" by Trump during a press conference, phoned the former president to discuss Apple's European legal troubles, Trump said in an interview late last week.

Today in TechScape I'm deciphering Elon Musk's global political goals, a remarkable documentary filmed within World of Warcraft, polling on support for school phone bans, and cats on TikTok. Thank you for joining me. First, let's talk about Musk's global politics. Over the weekend, Musk pledged to give away 1m a day to registered voters in battleground states in the US who sign his Pac's petition in support of the first and second amendments. He awarded the first prize, a novelty check the size of a kitchen island, at a Pennsylvania rally on Saturday and the second on Sunday in Pittsburgh.

Thank you for joining me. Elon Musk is stumping hard for Donald Trump. The Tesla and SpaceX CEO has funded a pro-Trump political action committee with tens of millions of dollars and planned a packed campaign schedule to boost the former president in Pennsylvania. He speaks to Trump multiple times per week and has urged other billionaires to endorse the Republican candidate en masse in private gatherings, according to the New York Times. Taken together, Musk's actions amount to something unprecedented in modern times – a man who is both the richest in the world and owner of an influential means of mass communication throwing all his weight behind a political candidate.

I'm taking over TechScape from Alex Hern, and I'd like to introduce myself and my ideas for this newsletter. A bit about me: I started working at the Guardian the day Sam Bankman-Fried went on trial. My first holiday from my new job coincided with the shock firing of Sam Altman from OpenAI. The story I tell over and over again at parties is the one about how I was arrested and jailed while reporting a story on deadly testicular injections. We'll dissect the significance of the week's most substantial tech news, investigate odd niches, catch you up on the best of the Guardian's reporting and offer a helpful tip now and then.

I'm part-way through writing a book about the history of fake news, so I'm well aware that people making stuff up is not new. But what is new is the reach that troublemakers have, whether their actions are deliberate or accidental. Social media and the wider web changed the game for mischief-makers, and made it easier for the rest of us to be inadvertently hoodwinked online (see: the odd "Goodbye Meta AI" trend that I wrote about this week for the Guardian). The rise of generative AI since the release of ChatGPT in 2022 has also supercharged the risks. While early research suggests our biggest fears about the impact of AI-generated deepfakes on elections are unfounded, the overall information environment is a puzzling one.